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Financial Services

The team at Dynamite Recruitment have historically recruited for a variety of clients across the Financial Services sector for many years, however this has recently been formalised with the formation of a specific division headed by Chloe Emmerson.

Dynamite Financial Services recruits across the IFA market, Wealth Management, General Insurance, Investment and Mortgage business. Our team are extremely well connected, meaning that we are often able to connect our clients with great talent without the need for conventional advertising. We source first class candidates using a variety of tools for permanent, contract and temporary vacancies and ensure that only the most suited people meet our clients. We work hard to understand client role requirements and other necessary synergies ensuring that time spent interviewing Dynamite candidates is always a sound investment.

We cover the entire Financial Services market, UK wide. Common placements include:

  • Paraplanners
  • IFA & IFA Administration Support
  • Actuarial
  • Compliance
  • Audit
  • Mortgage Advisors
  • Fund Management
  • Credit & Risk Management
  • Wealth & Asset Management
  • Audit
  • Investment Operations
  • Claims
  • Pensions & Pensions Administration

  • Senior Investments Administrator

    Investment & Assets Administrators x 5 We are working with a market leader which is a growing corporate financial organization, which is expanding all their support teams within the administration areas. This role is completing the day to day administration of the Investments and Asset that are held within the company. The duties: Handling the registration and transfers of Investments and Assets on a day to day basis. Processing transactions Completing information sheets for clients Updating spreadsheets and recognising errors within the spreadsheets that may need checking Identifying any clients that may have missing, non-compliant or out of date paper work. Assisting any other the other teams members that may need help with their workload Obtaining valuations and providing quotations to the Adviser when requested by the client. Experience: For this role you will need to have worked within a Financial Services environment previously, this can...

    Vac. Type:
    Permanent
    Location:
    Fareham, Hampshire
    Salary:
    £25000.00 - £35000 per annum + Pension + Benefits
    Vac. Ref:
    BBBH5466_1549988140
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  • Events Co-Ordinator

    Events Co-ordinator £22K- £25K DOE Full Time position with AMAZING benefits! Dynamite Recruitment is currently recruiting for a highly professional and busy Financial Advisory. This is a fantastic opportunity to gain great experience in a well-established and growing company. The Role: Venue selection, booking and negotiation of costs Arranging printing & fulfilment of invitations Maintain an inventory of literature for delegate packs and ensure supplies are available General marketing administration support Involved with client and charity fundraising events and other marketing activities The Ideal Candidate: Minimum of 1 years' experience in the Event's market Exceptional attention to detail Organised Strong administration skills Enthusiasm and focus Proficient in Microsoft programmes This role will interview and commence almost immediately so little or no notice period would be ideal but is not essential! Please contact Grace and Chloe from...

    Vac. Type:
    Permanent
    Location:
    West Sussex, England
    Salary:
    Up to £25000.00 per annum
    Vac. Ref:
    BBBH5464_1549966926
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  • Valuations Administrator

    A well established and highly successful IFA firm is currently recruiting for a new team member for the Valuations Team. In this new role you will provide a valuation support service to all advisers within the company, enabling the adviser to track performance and carry out full client reviews as part of the ongoing client service You will learn and understand the back-office system, updating and maintaining accurate data both manually and electronically. On a regular basis you will be producing a suite of reports to form the client valuation pack and ongoing internal reporting tracking productivity and the team's performance. Adhering to strict FCA regulations and internal policy and procedure. Principal Accountabilities Ensuring client reviews are completed in a timely manner on a quarterly, half yearly or annual basis depending on the requirements of the adviser and client categorisation, Carrying out ad-hoc valuation requests, either for c...

    Vac. Type:
    Permanent
    Location:
    Southampton, Hampshire
    Salary:
    Up to £20000.00 per annum
    Vac. Ref:
    BBBH5460_1549957825
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  • Office Manager

    Office Manger Competitive salary! Full Time position with amazing benefits! Dynamite Recruitment is currently recruiting for a very high-end and award-winning IFA company who are very well established in the area. The Role: Direct management of all non-advising staff Managing HR and professional development of all staff Producing management information for the board of directors Leadership of the Administration team Overseeing the compliance and system management The Ideal Candidate: Experience as an IFA Office Manager or experience in a similar role Highly professional Proven experience in MS Office and CRM systems CII Level 4 Diploma in Regulated Financial Planning qualifications in management, compliance and regulation are preferable Excellent attention to detail and time management This role will interview and commence almost immediately so little or no notice period would be ideal but is not essential! Please contact Chloe and Grace at Dy...

    Vac. Type:
    Permanent
    Location:
    Surrey, England
    Salary:
    Negotiable
    Vac. Ref:
    BBBH5459_1549904447
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  • Financial Planning Administrator

    Financial Planning Administrator Competitive salary! Full time position with amazing benefits! Dynamite Recruitment is currently recruiting for a very high-end and award-winning IFA company who are very well established in the area. The Role: Submitting new business applications Carrying out electronic anti-money laundering checks for new and existing clients Ad-hoc tasks given by the Financial Planner and Paraplanning team leaders Working with the Financial Planners to help maintain compliance standards General office/admin duties The Ideal Candidate: Experience as an Administrator or in a similar role Computer literate in Microsoft software Experience in an IFA practice preferable Ability to work to time scales and processes Excellent attention to detail This role will interview and commence almost immediately so little or no notice period would be ideal but is not essential! Please contact Grace and Chloe at Dynamite Recruitment for more de...

    Vac. Type:
    Permanent
    Location:
    Surrey, England
    Salary:
    Negotiable
    Vac. Ref:
    BBBH5458_1549903752
    Read More

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